Wealth management services for the seasoned and first-time investor alike.

Online BankingOnline Banking Log-in Get Info
Brokerage Services
You are here: Home > Wealth Management > Brokerage Services

Monroe Bank provides brokerage services through Raymond James Financial Services, Inc. With an experienced financial advisor located conveniently at Monroe Bank, we help the individual investor reach their long-term goals.

For further details, visit Raymond James Financial Services at Monroe Bank.

Brokerage Services
 

Whether you are a first-time investor or a sophisticated trader, Monroe Bank's goal is to accommodate your investment needs. Through Raymond James Financial Services, you can visit with a registered investment representative at Monroe Bank who will provide you with the investment advice and service you need to help you build and maintain your wealth.

Products and Services:

• Stocks
• Bonds
• Mutual funds
• Fixed and variable annuities
• Insurance
• Estate planning
• CDs
• Money market funds
• Tax-deferred annuities
• On-line account access
• On-line trading
• Asset management
• Public financing
• Traditional & Roth IRAs
• Trust services
• Retirement plans

For details on Monroe Bank’s brokerage and investment services, and how to contact the registered investment representative nearest you, contact us today via e-mail or at (812) 331-3440.

Disclosures
 

Monroe Bank does not provide tax or legal advice. Please see your tax advisor or attorney to determine how information contained in this Wealth Management Services web site may apply to your own situation. Annuities are underwritten by licensed insurance companies that are not affiliated with Monroe Bank.

Securities and investment advisory services offered exclusively through Raymond James Financial Services, Inc. Member FINRA/SIPC, an independent broker/dealer.

Investment and Insurance products:
* Are not insured by the FDIC or any other government agency
* Are not deposits of or guaranteed by the bank
* May lose value

* Subject to loss

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availablility.

 
   
RELATED LINKS
  • 401(k) Customer
Log-in >
  • Trust Customer
Log-in >
  • Read Online Agreement Terms >
  • Download Log-in Access Request Form (pdf) >
(Requires Acrobat Reader)
• Download latest Insights Newsletter (pdf) >
  • Investment Management Services >
  • Contact Wealth Management Services >